Managing Automation Tasks Post-Revit Upgrade
Upgrading a Revit project to a newer version is a critical step in maintaining model compatibility and leveraging the latest features. However, this process impacts any existing Ideate Automation tasks tied to the original project version. To ensure continuity and avoid task failures, it's essential to update Automation Tasks accordingly. This guide outlines the necessary steps to reconfigure Ideate Automation Tasks after a Revit project upgrade.
Step by Step guide:
- Upgrade the Revit Project.
- Use the Forma (ACC) method to upgrade the project.
- Allow sufficient time for the upgrade to be fully completed before proceeding.
- Publish the Models. When a model has been upgraded using the built-in method within Forma (ACC) the model GUIDs and Hub GUIDs will be unchanged so the “publish” function should be immediately possible. Publishing the models within the newer file version is a critical step that must be completed before proceeding.
- Use Ideate Automation to publish all RVT files within the upgraded project or...
- ...open each upgraded model in Revit and use the “Collaborate>Manage Cloud Models>Publish Latest” option to manually publish.
- Refresh File List.
- In Ideate Automation, refresh the file list to reflect the newly upgraded and published models.
- Update File Lists (if using .txt)
- If your task uses a .txt file list”. Open the txt file and manually update the Revit version year. The beauty here is that the project GUID and model GUID remain the same after an upgrade. The only change is the year.
- Alternatively, use the Ideate Automation task: AUT-Generate_Revit_File_List and select the newly upgraded files. This regenerates the list with the correct file versions.
- If the Append option is enabled, manually delete older entries to avoid duplication.
- Re-Schedule Existing Tasks. Existing scheduled tasks for projects that have been updated will need to be re-scheduled.
- Option A — RECOMMENDED: Clone and Rebuild
- Navigate to Tasks
- Select a scheduled task that has an upgraded project. Select Clone as Task.
- On the Confirm Task Selections page, consider giving the task a unique name.
- Use the Schedule option, provide a new description, then pick Save.
- Remove the older scheduled task from the list.
- Option B: Import and Edit Command
- From Home, locate the previous task.
- Right-Click Copy the command used in the task.
- Go to Create > Import Command.
- Paste the command into the editor.
- Use Notepad++ or a similar tool to: Find and replace the Revit version year (e.g., change 2023 to 2025). Be careful to only replace the “| xxxx” text.
- Then import the updated command.
The following steps are only required for older versions of Ideate Automation (3.5 or lower). In version 3.6, previously run tasks found on the Home Page will be automatically upgraded to support the newer version of the updated project files.
- Rebuild or Recreate Tasks on the Home Page.
- Option A: Clone and Rebuild
- Navigate to Home - Previously Run Tasks.
- Right-click on the task you want to update and select Clone.
- In the cloned task: Remove outdated files. Add the newly upgraded models. Save the task with a new name if needed.
- Option B: Import and Edit Command
- From Home, locate the previous task.
- Right-Click Copy the command used in the task.
- Go to Create > Import Command.
- Paste the command into the editor.
- Use Notepad++ or a similar tool to: Find and replace the Revit version year (e.g., change 2023 to 2025).
- Then import the updated command.
